Personal Financial View

Welcome to your living plan...

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, Personal Financial Viewsm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

· Personal Account Aggregation

· Up-to-date monitoring of your financial picture

· Investment allocation across all money-types

· Details by holding for asset class and sector analysis

· Secure online “Vault” for documents